Hantz Financial Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
75,232
-648
| -0.9% | -$21.9K | 0.04% | 299 |
|
|
2025
Q1 | $2.32M | Sell |
75,880
-2,930
| -4% | -$89.7K | 0.04% | 307 |
|
|
2024
Q4 | $2.39M | Sell |
78,810
-2,499
| -3% | -$75.8K | 0.04% | 305 |
|
|
2024
Q3 | $2.51M | Sell |
81,309
-1,207
| -1% | -$37.3K | 0.04% | 306 |
|
|
2024
Q2 | $2.44M | Sell |
82,516
-4,320
| -5% | -$128K | 0.05% | 304 |
|
|
2024
Q1 | $2.67M | Sell |
86,836
-3,200
| -4% | -$98.3K | 0.05% | 299 |
|
|
2023
Q4 | $2.78M | Sell |
90,036
-7,666
| -8% | -$237K | 0.06% | 289 |
|
|
2023
Q3 | $2.41M | Sell |
97,702
-3,277
| -3% | -$80.8K | 0.06% | 283 |
|
|
2023
Q2 | $2.05M | Sell |
100,979
-1,270
| -1% | -$25.7K | 0.05% | 309 |
|
|
2023
Q1 | $2.18M | Sell |
102,249
-11,340
| -10% | -$242K | 0.06% | 290 |
|
|
2022
Q4 | $2.12M | Buy |
113,589
+231
| +0.2% | +$4.31K | 0.06% | 286 |
|
|
2022
Q3 | $1.65M | Buy |
113,358
+1,279
| +1% | +$18.6K | 0.06% | 293 |
|
|
2022
Q2 | $1.82M | Buy |
112,079
+3,976
| +4% | +$64.5K | 0.06% | 283 |
|
|
2022
Q1 | $2.11M | Sell |
108,103
-2,965
| -3% | -$57.9K | 0.06% | 279 |
|
|
2021
Q4 | $1.99M | Buy |
111,068
+5,338
| +5% | +$95.4K | 0.06% | 271 |
|
|
2021
Q3 | $1.69M | Buy |
105,730
+14,687
| +16% | +$234K | 0.06% | 273 |
|
|
2021
Q2 | $1.4M | Buy |
91,043
+7,653
| +9% | +$117K | 0.05% | 273 |
|
|
2021
Q1 | $1.3M | Buy |
83,390
+82,831
| +14,818% | +$1.29M | 0.05% | 262 |
|
|
2020
Q4 | $8K | Buy |
+559
| New | +$8K | ﹤0.01% | 549 |
|